Mitchell Sinkler & Starr Schwab Strategic Tr Us Large C Transaction History

Mitchell Sinkler & Starr

$206 Million
Q2 2025

A detailed history of Mitchell Sinkler & Starr transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Mitchell Sinkler & Starr holds 21,727 shares of SCHG stock, worth $660,283. This represents 0.31% of its overall portfolio holdings.

Number of Shares

21,727

Previous 21,487 1.12%

Holding current value

$660,283

Previous $538,000 17.84%

% of portfolio

0.31%

Previous 0.15%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$22.27 - $29.21 $5,344 - $7,010	240 Added 1.12%	21,727 $634,000
Q1 2025 May 07, 2025	BUY	$24.91 - $29.02 $70,246 - $81,836	2,820 Added 15.11%	21,487 $538,000
Q4 2024 Feb 12, 2025	BUY	$25.93 - $105.3 $380,756 - $1.55 Million	14,684 Added 368.67%	18,667 $520,000
Q3 2024 Nov 13, 2024	BUY	$92.63 - $105.69 $50,020 - $57,072	540 Added 15.68%	3,983 $414,000
Q2 2024 Aug 07, 2024	BUY	$87.04 - $101.61 $25,241 - $29,466	290 Added 9.2%	3,443 $347,000
Q1 2024 Apr 30, 2024	SELL	$80.6 - $93.32 $158,540 - $183,560	-1,967 Reduced 38.42%	3,153 $292,000
Q4 2023 Feb 12, 2024	BUY	$70.08 - $83.37 $358,809 - $426,854	5,120 New	5,120 $424,000
Q2 2023 Jul 18, 2023	BUY	$63.6 - $74.95 $25,758 - $30,354	405 Added 9.83%	4,523 $338,000
Q1 2023 May 15, 2023	BUY	$54.19 - $65.17 $223,154 - $268,370	4,118 New	4,118 $268,000
Q2 2022 Jul 21, 2022	SELL	$55.73 - $76.55 $189,482 - $260,270	-3,400 Closed	0 $0
Q1 2022 Apr 19, 2022	BUY	$65.63 - $82.62 $89,716 - $112,941	1,367 Added 67.24%	3,400 $254,000
Q3 2021 Oct 12, 2021	BUY	$73.24 - $78.94 $12,084 - $13,025	165 Added 8.83%	2,033 $301,000
Q2 2021 Jul 15, 2021	BUY	$65.3 - $73.24 $121,980 - $136,812	1,868 New	1,868 $273,000

Others Institutions Holding SCHG

# of Institutions

1,584

Shares Held

803M

Call Options Held

298K

Put Options Held

193K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
Industry ETFs

More about SCHG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mitchell Sinkler & Starr, based on Form 13F filings with the SEC.

News

Stay updated on Mitchell Sinkler & Starr with notifications on news.

Account

Mitchell Sinkler & Starr Schwab Strategic Tr Us Large C Transaction History